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FAQs

Setup

FAQs Setup

The below Frequently Asked Questions will direct you to the correct page for your query

FAQs Setup

What is the best way to create my setup files?

Go to the Getting Started Help article
Follow the directions on the that page
Click on the link to Onboarding
When onboarding is complete, carry on clicking the links to the next article, at the bottom of each page

How do I change Business Details / Store Address

Select Setup
Select Business or Store, depending on where the amendment is needed
Select Details

How do I add a Warehouse

Select Setup
Select Business
Select Configuration
Select "Add Warehouse"

How do I add another Store

Select Setup
Select Business
Select Configuration
Select "Add Store"

How do I add Taxes

Select Setup
Select Store
Select Tax Rates

I am not Tax registered, what do I do?

Even if you do not charge or pay tax, you must have at least one Tax rate and Tax group in the system.

Select Setup
Select Store
Select Tax Rates
Add a Tax Rate : No Tax Applied, with 0% tax rate.
Add a Tax Group 0, Z, containing tax rate "No Tax Applied"

How do I change my Receipts

Select Setup
Select Store
Select Receipt Templates

How do I add an Email Template

Select Setup
Select Store
Select Email Templates

How do I add a new Barcode / QR code label

Select Setup
Select Store
Select Barcode Labels

How do I add Gift Card amounts

Select Setup
Select Store
Select Gift Card
Add Gift Card

How do I add a Loyalty Point system

Select Setup
Select Store
Select Loyalty Points

Where are the Inventory Settings

Select Setup
Select Inventory

What are Unallocated products

In the POS, if a product cannot be found via a scanned barcode label or a product search, an Unallocated product can be created.
After scanning a label, the POS operator fills in a short description of the product, the price and the Tax Rate.
The system will then create an "Unallocated" product. This can then be scanned again in a further sale and the system will "remember" the details from the first scan.
If the product has no label, the Till operator can add an Unallocated product via the Product page on the POS.
A back office user can, at a later date, create a "real" product by accessing the Unallocated product and amending the details, including adding a supplier, a brand, a product group and the cost price.
Unallocated is a useful feature that gives the store the opportunity to begin trading even before all the products have been added.
Please be aware, your Sales information will not be accurate as the Unallocated products do not have an associated cost, until they have been edited.

Where are the POS Settings

Select Setup
Select POS
Select Settings

How do I add Suppliers

On a web browser, log in to your Aptimyz account
Click Suppliers
Click Suppliers
Click Add Supplier

Only the Supplier Name is mandatory
Supplier Help

How do I add Brands

On a web browser, log in to your Aptimyz account
Select Suppliers
Select Brands
Select Add Brand

How do I add a link to WooCommerce

How do I add a link to Shopify

How do I add a link to BigCommerce

How do I add Products

How do I make a Promotion

How do I bulk add Customers

From Menu, select Customers
Add Customer
Import Customers from a .CSV

My Customer Import won't work

Sometimes, the file you have built may have imported extra fields or line. The best way to combat this is to do the following:

Download the import file again
Copy your old columns one by one into the new import file
Reimport the new file

How do I add a Customer

From Menu, select Customers
Add Customer
Add a New Customer
Fill out the mandatory fields below, then Save

Name
Surname
Phone
Email

How do I add another email account to the Z report

On a web browser, log in to Aptimyz back office.
Select Setup
At Store level: Select POS Settings
Add email address into the top option

How do I add/change a Quick Button

On a web browser, log in to Aptimyz back office.
Select Setup
At Store level: Select POS
Select Quick Buttons

How do I add/amend my Return Reasons

On a web browser, log in to Aptimyz back office.
At Business or Store level : select Setup
Select POS
Select Return Reasons
Add or amend Return Reason 6 Ensure there are at least 2 Return Reasons

a) A "Return to Stock" reason (Exchange / Unwanted / Did not suit / etc)
b) A "Do Not Return to Stock" reason (Faulty / Unusable / Out of Date / etc)

This is the end of the article